hfm_93100_readme.pdf

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Hyperion ® Financial Management™ - System 9 Release 9.3.1 Readme

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Hyperion ® Financial Management™- System 9 Release 9.3.1 Readme

Readme FileThis file contains the following sections:

Readme File ................................................................................................................ 1

Purpose....................................................................................................................... 1

Special Note ................................................................................................................ 1

Supported Languages.................................................................................................. 1

New Features .............................................................................................................. 1

Installation Updates.................................................................................................... 2

Migration Considerations ............................................................................................ 5

Known Issues - Considerations ................................................................................... 5

Main Customer Defects Fixed in Financial Management 9.3.1 ................................... 22

Hardware and Software Requirements...................................................................... 24

Note: Any references in the documentation to the Oracle® E-Delivery site pertain if your sitehas access.

Purpose

This document includes important, late-breaking information about this release. Review this

information thoroughly before installing Financial Management Release 9.3.1.

Special Note

Financial Management Release 9.3.1 is a full installation.

Supported Languages

Financial Management 9.3.1 is an English only release.

New Features

Financial Management 9.3.1 includes the following enhancements:

Support matrix extension

o Microsoft Internet Explorer 7 support added

o Microsoft Vista Client OS support added for Win32 Client

Drill-through to Hyperion Financial Data Quality Management added to Web data entryforms in addition to Web data grids.


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New Phased Submissions enhancements

o Multiple Phase support within the Process Control module – allows users tocustomize the process control grid to display multiple phases at one time.

o Unassigned submission group report – new right-click menu that details all

unassigned submission groups.

New tree view within Task Lists

Enterprise Performance Management Architect – Enhancements to the new centralizedadministrative console for building, deploying, and maintaining Hyperion System 9applications.

o New folders and filter capabilities in the Dimension Library allow greaternavigation and customization.

o Dimension member rename – allows Dimension members to be renamed to anew member name while maintaining data integrity within the deployedapplication.

Hyperion License Server has been removed as a required component.

Oracle Essbase Analytics Link for Hyperion Financial Management provides near real-time data synchronization between Oracle Hyperion Financial Management and OracleEssbase, enabling Essbase users to view live Financial Management data without havingto create and manage extraction and load tasks. Analytics Link off-loads the FinancialManagement application server by managing all reporting requests, freeing resources forfinancial consolidations.

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Installation Updates

This section includes important information about installing this release of FinancialManagement.

Hyperion Installation Start Here

The Installation Start Here helps you plan your Hyperion System 9 installation andconfiguration. This document should be read first and used in conjunction with the proceduresfor installation, configuration, post-configuration, and manual deployment provided in theindividual installation guides.

The Installation Start Here provides information about system requirements, prerequisites,release compatibility, recommended installation sequence, and other information to help youplan your product installation and configuration.

For more information about larger and more complex deployments, see the Hyperion BI+Performance Guide and the BPM Deployment Guide , available on the Oracle ® E-Delivery site.


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Installation Components

Financial Management 9.3.1 is a full installation and includes these components:

Application Server

Web ServerClient

EPM Architect components

Before you install Financial Management, you must first install Hyperion® Shared Services™.

If you are using Financial Management 9.3.0.1 or later, you do not have to uninstall beforeinstalling this release. If you are using a release prior to 9.3.0.1, you must uninstall it beforeinstalling this release.

See the installation procedures in the Hyperion Financial Management- System 9 InstallationGuide.

Hyperion License Compliance

Hyperion no longer ships or requires Hyperion® License Server™ (or standalone license files)for use with Hyperion products.

To ensure compliance with your license agreement, Hyperion recommends that you implementan auditing process. In addition, during product configuration with Hyperion ConfigurationUtility, you activate only the features you purchased. For more information, see “HyperionLicense Compliance” in Hyperion Installation Start Here .

HyperThreading

HyperThreading is not recommended for application servers running on Windows 2000 Server;however, A d v a n ce d Windows 2000 Server and Windows 2003 Enterprise Edition aresupported.

Processor Support

Unless specifically stated in the installation documentation, Hyperion products operate onprocessors that are supported by the operating system. For information about processorsupport, see the Hyperion Installation Start Here .

Upgrading

If you upgrade any Hyperion product to release 9.3.1, you must also upgrade Hyperion SharedServices to release 9.3.1.

In addition to the supported upgrade path for Hyperion products indicated in the HyperionFinancial Management Installation Guide, Financial Management also supports upgrades fromrelease 3.5.1 and all subsequent releases.


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Uninstalling Financial Management

For Japanese and Korean language installs of Financial Management, do not uninstall FinancialManagement using the Add/Remove Programs dialog box because this could cause undesirableresults.

To avoid this potential problem when uninstalling, run theUninstallFinancialManagement.exe file to uninstall Financial Management manually. The fileis located in C:\Hyperion\Financial Management\uninstall.

Using Microsoft Windows 2003 SP1

In some Windows 2003 SP1 installations, you may experience an “Access Denied” messagewhile connecting from Financial Management Win32 or Financial Management Web. The clientmachine event log will show the following “General access denied error” entry:

Microsoft has provided the following workaround to resolve a code issue with their RPC layer bydisabling bind time negotiation for security context multiplexing.

To disable bind time negotiation for security context multiplexing, you must install hotfixQ899148 ( http://support.microsoft.com/kb/899148 ).

Contact Microsoft Support directly for the Hot Fix.

After the Hotfix is obtained, follow these steps:

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http://support.microsoft.com/kb/899148http://support.microsoft.com/kb/899148


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1. Select Start > Run , type regedit , and click OK .

2. Locate the following registry subkey:HKEY_LOCAL_MACHINE\SOFTWARE\Policies\Microsoft\Windows NT\Rpc

3. Select Edit > New , and select DWORD Value .

4. Enter Server2003NegotiateDisable for the new DWORD Value.

5. Right-click Server2003NegotiateDisable and click Modify .

6. In the Value Data dialog box, type 1 , and click OK .

Note: This setting disables the bind time negotiation and multiple transfer syntaxnegotiation.

7. Exit the Registry Editor. Restart the Windows Server 2003-based computer.

Note: Hot Fix must be applied to all machines using Windows 2003 SP1 (App server, Web server,Reports Servers, etc.). If Win32 client is not being used, applying Hot Fix to the clientmachine is not necessary.

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Migration Considerations

Microsoft NT Server is not supported with Financial Management 9.3.1.

Microsoft Excel 97 is not supported with Financial Management 9.3.1.

Financial Management 9.3.1 reports only support RPT file types.

Financial Management 9.3.1 requires Microsoft .Net Framework to be installed on the Webserver if you are using Smart View.

Java applets are no longer supported or required with Financial Management 9.3.1.

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Known Issues - Considerations

Installation

If you implement application server clustering, you must also register Financial Managementclusters on the Financial Reporting client, server, and Web server, and the Web Analysis server.

You use the Financial Management Configuration utility to register clusters.

If you receive the following error message at the end of the Financial Management installation,you should re-install Financial Management:


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After clicking Next on the installation for the Hyperion Home directory, you may receive thiserror message: "An existing JVM has been detected in the Hyperion Home location. Pleaseensure that Hyperion products using this JVM are shut down before you continue with thecurrent installation”. After you shut down any products using the JVM version, click OK tocontinue.

Microsoft Internet Information Services (IIS)

The administrator should adjust the AspMaxRequestEntityAllowed property in the IISmetabase. The value should be based on the specific needs for the site. This propertyspecifies the maximum size for an ASP request.For example, this limits the size of data load files and documents that can be loaded intoFinancial Management. The default value is set to 204800 bytes. The IIS metabase can beedited using graphical tools (Metabase Explorer, MetaEdit) or programmatically. Below is asample VBScript code that modifies the AspMaxRequestEntityAllowed property.

set vdirObj=GetObject("IIS://localhost/W3svc/1/ROOT/HFM")WScript.Echo "Before: " & vdirObj.AspMaxRequestEntityAllowedvdirObj.Put "AspMaxRequestEntityAllowed", 300000WScript.Echo "After: " & vdirObj.AspMaxRequestEntityAllowedvdirObj.SetInfo

The administrator should adjust the AspBufferingLimit property in the IIS metabase. Thevalue should be based on the specific needs for the site. This property directly affects thesize of files that can be downloaded. For example, this limits the size of data extract filesand documents that can be exported from Financial Management. The default value is set to4194304 bytes. The IIS metabase can be edited using graphical tools (Metabase Explorer,MetaEdit) or programmatically.

Windows 2003

If you are using Windows Server 2003 Service Pack 1 with Hyperion System 9 products,your system may experience an abnormal shutdown. To prevent this, install this updatefrom Microsoft: http://support.microsoft.com/kb/923996/ .

If Windows 2003 is running IIS 5.0 in Isolation mode, the Authentication level must be setto None in the COM+ application section in DCOMCNFG. Also, Application Protection in theVirtual Directory properties must be set to High (Isolated). See the Financial ManagementInstallation Guide for information.

If you encounter security issues when using Windows 2003, Microsoft recommends that theWeb server and application servers belong to the same domain. A domain account iscreated, and IIS on the Web server is then configured to impersonate that user foranonymous Web connections. The same user should then be given rights to launch and

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access HFMServer on the application server using DCOMCNFG. In addition, the user shouldhave read/write access to the file transfer directory on the Web server. For information,please refer to the following Microsoft article regarding IIS:http://support.microsoft.com/default.aspx?scid=kb;en-us;158229

For Windows 2003 only environments, all server URLs need to use FQDN (Fully QualifiedDomain Name).

o FQDN: servername.hyperion.com (A non-FQDN is just servername)

Application

If Financial Management is not properly shut down, temporary files may remain uponreboot. To ensure optimal performance, it is recommended that you delete all *.db.* filenames from the Financial Management Server Working folder before launching FinancialManagement.

Registering Applications: The system performs a silent registration of applications, andchecks if the application is contained in a project. If it is not, an error is displayed. You

must provision the users to the application manually or the application cannot be opened.With multibyte character sets (MBCS), the system does not show dates and times in yourlocale. (English is the exception).

If you do not allow enough space in the initial creation of the relational database tables(Oracle, SQL, or IBM DB2), you can create applications, but you cannot open or deleteapplications. Refer to your database guide when you create database tables.

If you are using Financial Management and Planning on the same server, use a namingconvention to differentiate the applications; for example, Corp_Actual and Corp_Budget.

The ampersand (&) is not a supported character for any label in an application.

To execute Calculation logic on the Adjustment members of the Value dimension, theAllowAdjs entity attribute must be enabled. If this attribute is not enabled, it can prevent anentity from changing to a status of OK. Enabling this attribute allows the system to changethe status for those members to OK.

HFM, HSV, and HSX are reserved names and cannot be used for application names orapplication descriptions.

Financial Management’s EnumMembers2 API function was changed in release 4.0. A newparameter was added to specify an entity for retrieving dynamic member lists that vary byentity. If you are upgrading from Financial Management releases prior to 4.0 and havewritten custom software against the API, you must modify your use of the EnumMembers2API function. To achieve the same functionality as prior Financial Management releases, usea -1 for the lEntity parameter in the EnumMembers2 function. See the FinancialManagement Object Guide for more information.

You may encounter an issue with not being able to open applications with certain MBCSnaming patterns on Oracle 10g and Oracle 9i. In Oracle versions 9 and 10, a change wasmade for double-byte characters. Double-byte characters require two bytes to be stored inOracle 9. This means that an nvarchar2 field that is ten characters in size will not supportten double-byte characters. Thus a user cannot create applications with more than 5international characters.

When using DB2, double-byte characters in application names are only supported with DB28.1 FP10 and 8.2 FP3.

http://support.microsoft.com/default.aspx?scid=kb;en-us;158229http://support.microsoft.com/default.aspx?scid=kb;en-us;158229


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If yellow triangles display when you are trying to create an application, ensure that SharedServices is running or that the connection is established (URL properly defined inconfiguration utility).

Using Hyperion Configuration Utility to re-deploy an existing web application to WebLogic8.1.x does not work properly. A workaround is to first un-deploy the web application usingthe application server admin console, and then use Hyperion Configuration Utility to deploythe Web application.

When managing Shared Services models and naming applications, you cannot use theforward slash (/), backslash (\), or double quotation (“) characters. All other alphanumericand special characters can be used in application names.

Application Server

To use the application server cluster feature for load balancing, you must enable multi-server support.

Configuration Utility

When you install Financial Management for the first time and run the Financial ManagementConfiguration Utility, you must complete all tabs, including completing the Web Server tabto create virtual directories for the Web.

Cluster names defined in the Financial Management Configuration Utility cannot containforeign characters.

When running the Hyperion Configuration Utility after upgrading products from release 9.2to this release, the product selection page may display multiple listings for a product or maynot list the product you are trying to configure. If this problem occurs, perform these steps:

1. Navigate to the following directory:

(Windows): < HYPERION_HOME >\common\config\product\< product > \9.2 (UNIX): < HYPERION_HOME >/common/config/product/< product >/ 9.2

Where < HYPERION_HOME > is the Hyperion Home location on the machine and< product > is the product name or abbreviation, for example:

c:\hyperion\common\config\product\planning\9.2.0

2. Delete the oldest *.xml file from this directory.

For example, if the directory contains two files named pl anni ng_1. xml andpl anni ng_2. xml , delete the older file.

3. Re-run the Configuration Utility.

Conversion Utility

The ampersand (&) is not a supported character. Before using the conversion utility toconvert existing applications, remove all ampersands from the metadata.


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Copy Document Link

If you are using Firefox as your browser, you must enable the Copy to Clipboard featurebefore using Copy Document Link:

1. Enter the following line into the browser address bar: about:config .

2. From the list of preferences in the browser window, right-click in an active part ofthe preference list window, and select New > Boolean .

3. Paste this preference name into the New Boolean Value box:signed.applets.codebase_principal_support .

Note: Preference names are case-sensitive.

4. Set the Boolean value to true for Firefox, or enter true or 1 for Mozilla.

5. Double-click signed.applets.codebase_principal_support to change the value totrue.

6. From the prompt to allow access to clipboard, click Allow .

Database Upgrade/Conversion

Blank line-item detail descriptions are not supported and result in errors during theconversion process. Line items saved in earlier releases with blank descriptions must beupdated before you upgrade.

If you are converting an application prior to version 3.0 (for example. 2.2.x), it isrecommended that you reload line item detail after you run the Financial Managementconversion utility.

If upgrading from a Turkish database, the default language on the client machine where theSchema Upgrade utility is executed must be changed to the default language English for theduration of the Schema Upgrade process. This can be any machine that can connect to thedatabase. Export the registry settings from an application server so they can pick up theUDL path, copy the UDL to the client machine and import the registry settings. As long asthe default language on the client machine is English, Schema Upgrade will return no errors.

Document Manager

If you are loading a new version of a document with a different security class than theassigned security class that exists for the document, you should delete the originaldocument before importing the new version.

If you receive the following error message : "80070005::Access is denied'' when trying touse Related Content in Financial Management and the Web server is on a 2003 computer,

you must apply a hotfix or make a change in the Microsoft Management Console. Microsoftdescribes the hotfix and workaround in the following article:

http://support.microsoft.com/default.aspx?scid=kb;en-us;827429

Financial Management prevents users from loading a custom document in override modewith the same name as a document already loaded but with a security class to which theydo not have access. The error message does not clearly state the reason of the failure:

“Failed Security error: user does not have All access.”

http://support.microsoft.com/default.aspx?scid=kb;en-us;827429http://support.microsoft.com/default.aspx?scid=kb;en-us;827429


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A text document (*.txt) containing German keyboard characters does not retain its originalcontents after it is loaded into a Financial Management application. You must extract thefiles and view them in your native viewer (for example, Notepad or Wordpad).

Special characters in document names (@, ., #,(),$,%,&) cause load failures or truncatedfile names.

Documentation Updates

Accessing Hyperion Product Documentation: The most recent version of each Hyperionproduct guide is available for download from the Documentation area of the Oracle TechnicalNetwork (OTN) Web site ( http://www.oracle.com/technology/index.html ).

Documentation is also available from the Oracle E-Delivery Web site(http://edelivery.oracle.com/EPD/WelcomePage/get_form ). Please note that individualproduct guides are available for download on the Oracle Technical Network (OTN) Web siteonly.

The Financial Management Win32 help format has changed in this release. It is now in HTML

and is displayed in the same format as the Web help.The Financial Management Administrator’s Guide incorrectly states that you can use theSetDataWithPOV function with Consolidation rules. You can only use this function withCalculation or Translation rules.

Extended Analytics

If you are using Oracle and Extended Analytics, the Oracle ODBC driver must be installed.OBDC is required in addition to OLE DB Provider, and ODBC may not be installed by defaultwhen you install OLE DB Provider.

Star schemas created in earlier versions of Financial Management (Release 3.0.3 and3.0.2a) are not available for update with this release. New information, such as memberdescriptions, user-defined fields, and account types are now included in the ExtendedAnalytics export. These changes result in new columns that are added to the dimensiontables in the star schema, which make the old tables incompatible.

Cell text and line item detail are not written to the star schema.

Oracle 9i tablespace values specified in DSN section of the Configuration Utility are not usedby Extended Analytics.

An issue arises with export/import of metadata from Financial Management to a HyperionEssbase database, through Integration Services. Extended Analytics doesn’t pick upmetadata in the same order that metadata appears in the Financial Management applicationbecause of an additional field for Financial member order, which is missing.

External Authentication

If you used external authentication in a previous version, you must reenable externalauthentication with Financial Management. See the Hyperion Shared Services InstallationGuide .

Blank domains in the CSS XML file are no longer required for using NTLM and should beremoved from the file.

http://www.oracle.com/technology/index.htmlhttp://edelivery.oracle.com/EPD/WelcomePage/get_formhttp://edelivery.oracle.com/EPD/WelcomePage/get_formhttp://www.oracle.com/technology/index.html


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If you do not specify a domain element in the external authentication configuration file, asearch for a user or group that is specified in multiple places returns only the first match.The match order is as follows:

o Local computer

o Domain of local computer

o Trusted domains

For example, if both the local computer and the domain of the local computer have anAdministrators group and the domain element of the NTLM server is not specified in theexternal authentication configuration file, all methods that search for the Administratorsgroup return only one Administrators group. The returned group is the group on the localcomputer.

It is therefore recommended that you specify a domain element in the externalauthentication configuration file. If a user ID exists with one password in an NTLMrepository and another password in another repository (LDAP or MSAD), and NTLM is earlierin the search order, authenticating the LDAP or MSAD user ID can result in a lockout of theNTLM user account. To address this situation, it is recommended that you use the provider

hint while authenticating a user, if the authentication repository is known.When multiple providers are defined in the search order and one of the providers is notconfigured correctly, Financial Management stops processing.

Users with empty passwords are not supported.

The single sign-on token carries the time that the token was created and times out based onthe settings provided in the external authentication configuration file. Therefore, ensure thatthe system clock is set correctly.

Enabling SSL for communication between Financial Management and Hyperion RemoteAuthentication Module 7.2.1 can result in errors due to expired Class 3 and Class 2 VerisignPCA root certificates in various releases of J2SE SDK and JRE.

To find out more and resolve the issue, refer too http://sunsolve.sun.com/pub-cgi/retrieve.pl?doc=fsalert%2F57436.

Microsoft Active Directory sp2 and earlier releases of Hyperion applications are known tohave connectivity issues over SSL. To resolve such issues, refer to:

o http://support.microsoft.com/default.aspx?scid=kb;en-us;Q320711 .

Financial Management cannot access users and groups from LDAP servers where the rootcontext contains spaces. To address this defect, please modify the root context entry in theexternal authentication configuration file as shown below.

o If the root context is as follows: ldap://hostname:389/dc=Engg Dept,dc=com , theentry should be ldap://hostname:389/dc=Engg%20Dept,dc=com .

WebSphere Application Server (WAS) 4.0. x supports the Java Secure Sockets Extension(JSSE) and the Java Cryptology Extension (JCE) only internally, within WAS. IBM does notprovide support for JSSE and JCE usage in customer applications. Refer to:

o http://www-1.ibm.com/support/docview.wss?uid=swg21044255

Therefore Financial Management does not support SSL on WAS 4.0.x for communicatingwith LDAP and Microsoft Active Directory servers.

Financial Management supports single sign-on with Netegrity SiteMinder. If you useSiteMinder, ensure that the search order for directories in Financial Management and the

http://support.microsoft.com/default.aspx?scid=kb;en-us;Q320711http://support.microsoft.com/default.aspx?scid=kb;en-us;Q320711


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search order for directories in SiteMinder are the same. For instructions on setting upSiteMinder, see the Hyperion Reporting and Analysis Installation Guide .

A user ID containing a single quotation mark will be unable to create a new application.

The default login attribute for LDAP provider changed to uid from cn . If you have a CSSconfiguration file that does not have the login attribute defined and you want to make cnthe login attribute, you must edit the file.

If you use the same userID and password on two different security providers, you cannotaccess the application.

Using a user name with non-alphanumeric characters results in the following error: “Abnormal behavior encountered”.

Intercompany Transaction Module

Asynchronized processing support – The following processes support asynchronizedprocessing: Load Transactions, Auto-Match, Post All, UnPost All, UnMatch All, Delete All,

Matching Report by ID, Matching Report by Account, and Transaction Report.Each of the processes is recorded in the Running Task window, enabling you to view theprogress of each process as well as to stop the task. You can also select the log from theRunning Task window to view the status information after the process is completed.

You must refresh the Process IC Transaction screen to view the updated status informationafter these processes: Post All, UnPost All, UnMatch All, Delete All. After you click OK fromthe below message and run the process, to refresh the status in the Process IC Transactionscreen, click the Update button again and the status will be refreshed.

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Matching Report and Transaction Report – To view either the Matching Report or theTransaction Report, you must click the report icon next to the Report task recorded in theRunning Task Window after the process is completed.

Matching Report processing – The processing of the matching report is driven by the Entity’stransactions. Therefore, if the Entity does not have a transaction with the Partner but thePartner has a transaction with the Entity, the Partner transaction is not captured in thematching report. In order for this transaction to be processed, you must specify the Partnerentity in the Entity selection.

Auto-Match by Account – The auto-match by account process performs the matching oftransactions based on the selection for the Entity and the Entity Account. For example,suppose you have the following four transactions for matching:

A ICRec B

B ICPay A

B ICRec A

A ICPay B

If your matching selection is Entity = A, Partner = for all partners, and if yourmatching accounts are ICRec with ICPay, the system will use the selection for Entity andEntity Account as the basis for matching. Hence, the system will match based on Entity Aand Account ICRec. The result from this matching process will return ONE match group.

A ICRec B

B ICPay A

If you would like the system to also match A’s ICpay with B, you will need to also specify

another matching account set of ICPay with ICRec. Another option is to include B in theEntity selection so that the system will also process the transaction of B ICRec with A andalso includes the following matching group.

B ICRec A

A ICPay B

Matching Report by Account – The Matching Report by Account will not include the reversedmatching. The process is assume that the “suppress reversed” option is ON by default. Forexample, if you have the following transactions in the system:

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A ICRec B

B ICPay A

B ICRec A

A ICPay B

If your report selection is Entity = A, Partner = for all partners, and if yourmatching accounts are ICRec with ICPay, the system uses the selection for Entity and EntityAccount as the base for the matching report.

Thus, the system matches based on Entity A and Account ICRec. The result from thismatching report process displays ONE match group.

A ICRec B

B ICPay A

If you would like the system to also match A’s ICpay with B, you will need to also specifyanother matching account set of ICPay with ICRec. Another option is to include B in the

Entity selection so that the system will also process the transaction of B ICRec with A andhence will also include the following matching group.

B ICRec A

A ICPay B

IC Transaction Detail Report – This report provides the transaction information in the formatspecified by the user in the report layout. However, the system always sorts thetransactions by the Entity and Partner field first and then applies sorting to other fieldsspecified by the user. This issue will be addressed in future release.

Process IC Transaction – When you first enter the Process IC Transaction screen, you will

see the vertical scroll bar to your right and the horizontal scroll bar at the bottom. Thisvertical scroll bar controls the scrolling for the browser page. However, if you want tocontrol the vertical scrolling for the transactions that are displayed in the IC transactionsgrid, you will need to use the horizontal scroll bar to scroll to the right and you should seethe vertical scroll bar that controls the transaction grid.

Load Transactions – During the Load IC Transactions process, the system allows you to firstscan the load file for potential errors. However, upon completion of the scan process, thesystem must refresh the load screen and clear the file name that you previously specified.This is the same behavior in all other load processes in Financial Management and it will notbe addressed in the release. You must reselect the load file after the completion of the scanprocess if you want to continue with the load transactions process.

Error Messages - The system may not provide appropriate error messages in someprocesses performed in the IC Transactions module. For example, during the “Delete All”process, the system does not provide a valid error message when there are Matched orPosted transactions. However, the system correctly skips over the Matched or Postedtransactions during the Delete process.

Windows 2003 – You may experience a timeout error when you run very large Matchingreports on Windows 2003.

You cannot load ICT transactions using a Turkish operating system.


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Folders

These characters are not supported when used in the name field for folders: “ ‘ : ; .

Journals

Recurring journal templates enable you to save a template without entering an account;however, you cannot extract or reload the template.

In Organization by Period applications, if you select inactive child-parent combinations, an"invalid parent or child/parent combination" or "invalid entity" error message is displayed.

When you assign security rights to users for journal creation, you should assign usersaccess to Create Journals and Read Journals.

Oracle is case-sensitive for Journal Group names.

There is an inconsistency for accepting field lengths that are too long in journals.

You should not rename or delete posted journals. If you do, you cannot account for(document) the adjustment values that the journal had created.

Load

With a Turkish Operating System, if the "Column_Order=" line in the load file contains alowercase i, an error will be displayed. Change this to all uppercase letters.

If an invalid member list is loaded, Web users may not be able to access the Data Explorergrid. If the following error message is displayed, it is recommended that you correct themember list, reload it, and then access the Data Explorer grid:

"Type Mismatch /hfm/Data/ExploreData.asp. Error Number 13. Error Source:

Microsoft VBScript runtime error "

On Windows 2003 with no Service pack, you do not receive a confirmation message when aload is successful. You can review the log, but no message is displayed. This limitation doesnot exist with Windows 2003 SP1.

For a data load, if you have Autoclose selected for the progress window, there is noopportunity to review the load file log after the Load window closes. You can view the resultsin the progress window immediately after the load completion.

If you use NoInput in your rules, performance improvements for loading data may beobtained by enabling the following Registry Key. Enter a U s e O l d S e a r c h i n g F o r N o I n p u t

DWORD and set the value to 0.

The “#” character is not a supported delimiter for load files. Support for this character isimproperly stated within the Administration documentation.

When loading a metadata .ADS file from an older release through the Web, the error logmay indicate the improper line number within the error message.

The Web may report a proxy timeout issue when loading large application files that have notbeen converted to the latest schema formats. If the files are converted to the latest fileformats using the Win32 client, the updated files will load on the Web.


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If you receive a proxy timeout error when loading large files, increase the Web proxytimeout or use the Win32 client to load the file.

Loading Zeros to an Application

Loading zeros to a Financial Management application is not recommended. Zeros are stored asdata, which increases the database size and can affect performance. It is recommended that onlynumeric information, such as 1000, be stored in Financial Management.

Metadata Synchronizations

Hyperion Shared Services no longer supports metadata synchronization. To share dimensions(hierarchies) with Financial Management and Planning, use Performance Management Architect .

Oracle Databases

To improve performance in Oracle, the DBA should run statistics on the ICTTransactionstable. There are a variety of utilities and commands available to perform this task.

Following is a sample of one of the commands that you can use:

ANALYZE TABLE APPNAME_ICT_TRANSACTIONS COMPUTE STATISTICS

The following database settings are recommended when using Oracle databases withFinancial Management:

o OPEN_CURSORS=5000 - needed to allow for larger transactions (as well as ODBCsupport)

o PROCESSES= (whatever is needed to support the expected number of applicationsand application servers), based on numbers derived from the Financial ManagementInstallation guide section titled “Database Connection Pooling”.

When using Oracle Provider for OLE DB, the virtual and private memory of the FinancialManagement application process, HsvDatasource.exe , continues to increase over time.To resolve the high memory usage, enable Statement Caching, but set the configured valueto a low setting. The recommended value is between and 1 and 10.Edit the following registry value:Hkey_Local_Machine\Software\Oracle\Key_Homename\Oledb Value Name: StmtCacheSize Value (decimal): 1Where Key_Homename refers to the appropriate Oracle Home.Stop and restart the HFM application processes.

Performance Management Architect

To open deployed applications, interactive users should access the applications from themenu item: Navigate->Applications-> type of application .

Firefox does not display the cursor on all EPMA module pages.

The following data load options are not available in the Data Synchronizer module forFinancial Management:

o Load Mode: Merge, Replace by Security, Replace and Accumulate

o Accumulate within File


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o File Contains Ownership Data

Insert Member is not a valid action for the Year dimension even though it is available on theright-mouse click menu

The menu options for RemoveDuplicates and Clear All Below are not valid right-mouse clickmenu options within the property panel.

Quotes are not valid on UDA members for Essbase applications.

Even though an end user has been granted “Read Only” access to a dimension, the propertypanel allows the end user to make changes even though those changes will not be saved.

If the following error is displayed when starting EPMA services on an Oracle database:

Creating an Import Profile: user is unable to Map Journals field name to AllowAdjs propertyfor the Entity dimension. The alternate action for this issue is to change the column headerin the import file to the right property name.

Creating an Import Profile: if the user interface screen is not maximized, the dropdown onthe Map Properties screen is not visible.

EPMA Security dimension properties, Dimension Owner, Dimension Readers, and DimensionWriters are not available for import.

Configuring an Interface Table: When an existing interface table data source is edited, andthe administrator selects Yes to "existing tables will be deleted”, the tables are not deletedfrom the database.

If Oracle or DB2 are used as the database for Interface Tables, it is recommended that youdelete the tables from the database instead of using the Reconfigure option in theconfiguration utility.

Interface Tables – It is not recommended to the leave the Datasource field blank whencreating a new instance.

Concurrent Migrations are not supported.

It is not recommended that administrators use the EPM Architect shortcut to stop the EPMArchitect services. Administrators should stop all services through the windows Servicesinterface.

Hyperion recommends that administrators not delete an active job from the Job Console. Inthe case of a deployment, the deployment is halted, but the administrator cannot re-deploythe Application View until the timeout is exceeded. Eight hours is the timeout default, butthis can be changed in the AwbConfig.properties setting:

# App Deployment timeoutDEPLOY_PENDING_TIMEOUT_MINUTES=4

Improper settings within Siteminder Web service extensions may result in a HTTP 404.2error code. Remove all wildcard mappings within the hyperion-bpma-server virtualdirectory configuration.

o Verify the logs to check sub code and win32 code. If sub code is 2 and win32 code is1260, there is an issue with the Web Service Extensions.

o Enable ASP.NET 2.0.50727 Web Service Extension.

o If Siteminder is installed, remove the wildcard mapping as follows: On the propertiesof the Virtual directory hyperion-bpma-server, click Configuration , and remove allwildcard mapping in the bottom half of the screen


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During an Application upgrade into EPMA, administrators are advised to refrain fromperforming any Financial Management activities that impact the application design, such asloading security, metadata or deleting the application. This may result in the applicationbeing out of synch with the Application Library.

Modifying the .ads file within certain text editors has may result in improper charactersbeing inserted when the .ads file is saved. The following text editors have been tested anddo not appear to be affected: Notepad, Notepad ++ V3.9, WordPad and CodeWright V 6.

When creating import profiles, you cannot use these characters in the Description field:! @ # $ %.

Unicode databases with long names cannot be deployed to Essbase from PerformanceManagement Architect.

When installing EPM Architect on the same machine as HFM Web, be sure to shut IIS downprior to deploying EPM Architect's web application on WebSphere 6. If IIS is running whenEPM Architect Web is deployed, IIS may need to be reinstalled on the machine.

For optimal performance when using Data Sync, filters should be used.

Reordering child members is not supported on Financial Management system-generateddimensions, such as ICP, View, Value, ICP and Alias. If you attempt to reorder systemgenerated dimension children members, the validation will fail upon deployment.

Financial Management or Planning applications containing extended or double-bytecharacters in dimension names may encounter issues when upgrading to 9.3.1 and usingEnterprise Performance Management Architect. If your application contains ASCII + 127 ordouble-byte characters please contact Oracle Support for assistance. Applications usingClassic Administration are not affected.

When reconfiguring Performance Management Architect on WebSphere, make sure that theports entered during the "Deploy to Application Server" task are not being used by otherprograms. You can enter a different port if necessary. To resolve a port conflict error (whileredeploying):

1. Exit the Hyperion Configuration Utility.

2. Undeploy Performance Management Architect by executing the batch filesUndeployEPMAWebTier.bat and UndeployEPMADataSync.bat located in%HYPERION_HOME%\deployments\WebSphere6\bin .

3. Using the Hyperion Configuration Utility, select the "Deploy to Application Server" taskunder Performance Management Architect and deploy again.

Process Management/Process Control

Process Management shows NoAccess if the user does not have access to the top memberof the Custom dimension for the validation account. In the Process Control screen, theaccess information for the entity is based on the full access to the Process Unit as well asthe validation account cell. Therefore, if the user has full access to the Process Unit but noaccess to the validation account cell, the system displays the status as “NoAccess”. Notethat the validation account cell refers to the top member of the custom dimensions of thevalidation account defined for the application.

In prior releases of Financial Management, both the Pass/Fail status as well as theValidation account needed to be Pass in order for you to reject a process unit. You can nowreject a process unit even if the Pass/Fail status or validation account status is Failed.


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If Process Management was included in a tasklist from a prior version, when you selectProcess Management, you will be redirected to the new Process Control page. You shouldremove the old reference and replace it with the new Process Control module.

Selecting the Accumulate button after "File Contains Process Management Data" has beenselected is not a valid selection.

For DB2 8.1 or 8.2, only one document can be attached to a subcube during any processmanagement action, per application.

When Phased Submissions is enabled – the process control may display an improper “NoAccess” process level when the grid contains cells in different process levels.

Related Content

The error “80070005::Access is denied” is displayed when the URL is configured with theFully Qualified Domain Name. Use the following format when configuring Related Content inthe Financial Management Configuration utility:

o http://server/workspace/browse/listxml ( http://server.hyperion.com/workspace/browse/listxml will not work)

RDBMS

SQL ServerFinancial Management does not support case-sensitive collation on the database instance.

IBM DB2When you create a Financial Management database, you must create the database usingUTF-8 (Unicode Transformation Format).

Quotation marks, (single and double), are not supported description characters.

Running Tasks

Running Tasks are no longer available if you set the AutoClearDataAfterSeconds registry key.

Security Administration

In prior Financial Management versions, an Application Administrator automatically assumedsecurity administration rights. This is not the case in this release as an ApplicationAdministrator must separately be given Provisioning Manager rights.

You can use the Clear All option in the Load Security process only if you have been assignedthe Application Administrator and Provisioning Manager roles.

A user with the Load System role no longer has the Application Creator role upon schemaupgrade. Unless manually provisioned, users from previous releases with Load Systemrights can no longer affect metadata.

Registering Applications: The system performs a silent registration of applications andchecks if the application is contained in a project. If it is not, an error is displayed. Youmust provision the users to the application manually or the application cannot be opened.


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If error message "Processing Error: Description: Argument non valid Code: -2147220951" isencountered when trying to launch Financial Management through User Management,navigate off the application and then back to properly proceed.

User Names must contain less than 64 characters.

For Windows 2003 environments, all server URLs must use FQDN (Fully Qualified Domain

Name). FQDN: servername.hyperion.com (A non-FQDN is just servername).User names containing these characters are not supported: ", (), >.

User Access – Users may be prevented for accessing application data or artifacts if the useris granted Security Class assignments through a Native group that contains the user’s MSADgroup.

When you have more than 1000 groups in OU specified in the Group URL in SharedServices, some roles are not applied to the Financial Management logon. If this is the case,you need to upgrade to JRE 1.5 or higher.

Smart View

Smart View introduced a new feature which enables data compression. It is recommendedto enable compression only into environments where all Smart View clients have beenupgraded to version 9.3.1. Enabling compression into mixed client environments may causea compatibility error with older Smart View client versions.

Smart View 9.3.1 is provided with Financial Management 9.3.1. If you want to use SmartView 9.3.1.1, you can obtain it from the Oracle e-Delivery site.

System Reports

In Journal reports, the style sheet type does not take effect if it is hard-coded on the Datatab as the XML style sheet type or if the report is saved remotely.

Rows or columns may not display for Data Explorer system reports if the members selectedare set to description only and the members do not have descriptions in the metadata.

Account lists are not supported for Intercompany Matching Reports.

If you save a report in XML or HTML format and a blank screen is displayed, verify the entryfirst. Then, if the entry is correct, save the report as an RPT file. A more descriptive errormessage is displayed.

Journal HTML file types are not supported on the Web.

System Configuration/Processing

When using Financial Management, you should turn off scanning mechanisms (for example,anti-virus, Windows Automatic Updates). Running these in conjunction with FinancialManagement can result in unexpected behavior.

If Financial Management is not properly shut down, temporary files may remain uponreboot. To ensure optimal performance, it is recommended that you delete all files with a*.db.* file name from the Financial Management Server Working folder before launchingFinancial Management.


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Task Audit

If you leave the start date blank for the task audit, the date is set to the current date, whichmakes it difficult to navigate.

Task Automation

Current Module field in ‘Running Tasks’ may show additional characters for tasks initiated bytask automation, however this does not impact the running tasks.

If a Taskflow never reaches the Done status when executed on a standalone Web Serverfrom the Web Server-only installation, follow this procedure:

o Manually copy the server resource files (HsvTier2Res*.dll) from an applicationserver machine to a directory on the Web Server.

o Create this string value in the registry:HKEY_LOCAL_MACHINE\SOFTWARE\Hyperion Solutions\Hyperion Financial

Management\ServerResourceDir.

o Set the ServerResourceDir value to the path were the resource files were copied.

If you are using Windows 2003, the Network Service, or the account running theapplication pool, needs Read/Write access to the HKLM\Software\HyperionSolutions\Hyperion Financial Management key and below in order to execute multiplestages in a taskflow.

Tasklists

These characters are not supported in the name field for a tasklist: (“ ‘ : ; ).

Tasklists and folders with the same name are not supported. For example, Tasklist “123”cannot have a Folder “123” under it.

Upgrading

In SSL mode, external user directories are inaccessible after upgrading from Release9.2x to 9.3 due to a change from JVM 1.4.2 to JVM 1.5. When configuring SSL for 9.2.x,certificates should have been imported into the JVM 1.4.2 location; after upgrading to9.3, you must reimport the certificates into the new JVM location.

Users on System

When the administrator logs off a user, the system invalidates their session but the user isnot shown as being logged off in the Users on System interface. The system sends the usera message that their session is no longer valid and they must log off, however, until theyactually log off, Financial Management displays their userid on the Users on Systeminterface. After the session is timed out on the Web server, their userid is longer displayed.

The administrator can control the end user Session timeout by changing the setting in IIS,or by changing the Web Session Timeout using the Financial Management ConfigurationUtility. The default timeout is 20 minutes.

Module names are stored in the database in the language of the user running the module.


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Web Data Forms

Only static HTML code is allowed in the instructions section of Data Forms.

The Calc1 function only supports two operands; however, if a Web Data Entry Form iscreated using more than two operands, the form loads without error.

The following characters are not supported for Web Data Entry Form names:o Period(.), colon(:), comma (,), semi-colon(;), question mark(?), forward slash(/),

backslash(\), pipe (|), open and close curly brackets ( { } ), open and closeparentheses ( ), double quotation marks (“), less than and greater than ( < > ), plus(+), pound (#) and asterisk(*).

Data Forms scanned with errors and then scanned without issues are saved as Previewforms.

Optional HTML formatting options are ignored with forms in Firefox 1.07 and Netscape 7.2.

When opening a Data Form for performing process journals for an application where themetadata filter is on and has been restricted is presenting a variety of errors.

Web Data Grids

Negative values are not supported in PCON system accounts.

Single quotes or apostrophes are not supported in a Web data grid label.

In a Web data grid, the copy and paste function only copies the displayed amount, not thestored amount.

Web Error Log

It is recommended that you perform regular maintenance on the Web error message log.Review the Web error log frequently to ensure that the log table’s growth is limited. Hyperionrecommends that the log not exceed 500,000 messages.

Workspace

The View pane many render improperly when navigating directly between two FinancialManagement applications if the View pane is minimized in the first application. Closing andreopening the Financial Management application will restore the View pane.

Changing the text size from the View menu is not supported.

Main Customer Defects Fixed in Financial Management 9.3.1

Defect Number Description of Issue

ReportedAgainstRelease

1-105008576Printing multiple ICP reports may cause eventlog to fill with mulitpleerror messages 4.0

1-143967511 Unable to resize the first column in the Security Access screen 4.1


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1-223435506Metadata load will report error when attempting to load descriptionsonly 4.0.2

1-450484713Locked contribution value members of an inactive entity preventconsolidation from completing 9.2

8-538469004Security access issue when native Shared Services groups containMSAD user groups 4.1.1

8-538469072Importing WDEF data through Excel not working for values less than1 9.2

8-540626747Web grids may display incorrect NOACCESS status when phasedsubmission is enabled 9.2

8-547125257DB2 - database users require database administrator rights tocreate required database 9.2

8-547125336Shared Services is unable to display more than about 10,000security classes 9.2

8-559584411Folders with a leading space in the name within a task list preventthe folder from being deleted 3.5.1

8-563193645ICP report doubles values for an intercompany entry when bothsides are posted to the same account within the same entity 4.0.2

8-563200836Member selection in journals returns error if member is a substringof another member 9.2

8-566977524Extended Analytics fails with error (-2147213184) if [None] entity isflagged IsICP 4.1.1

8-567206721 Tasklists do not display contents of non-specific folders 9.2

8-567722132WebForms loaded from Excel reports error:"An unknown error hasoccurred in the HsvWebFormsACV object" 9.2

8-576569915 Under certain circumstances, data in ICP matching report is doubled 9.2

8-577950585Under certain circumstances, Web grids may improperly allow dataentry when phase is not started when phased submissions isenabled

9.2

8-577951051Phased submission: incorrect status when pressing Update inProcess Control for non-administrator 9.2

8-578687471Smart View Free Form error "Unknown error in HFM provider. Thedata at the root level is invalid. Line 1, position 1" 4.0.5


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8-583367649ICP report run on runs on [NONE] valuedimension 9.3

8-589011500Dimension Alias with more than one word causes issue within thecolumn header wrapping format in data grids 9.3

8-590081717Dimension members that contain a single quote ( ' ) are saved as adouble quote ( " ) on Oracle DB 9.3

8-590472701 Smart View Adhoc refresh returns the wrong description label 9.2

8-591406418The last row and horizontal scroll bar are not rendered on very largeWDEF 9.3

8-592443821MSAD - Users logging into a Cluster with bad password haveaccount locked after two failed logon attempts 4.0.2

8-593992014Hs.Clear run twice creates records in the DCE tables that cannot beseen in a grid 9.2

8-595019096Unable to add a WDEF to a tasklist if there is a space in the WDEFpath 9.3

8-597392217Receiving the error “Invalid Pointer” in Smart View Ad-hoc sheetswhen expanding dimension members 9.2

8-597527015Under certain conditions, a refresh of HSVGetCell function may notreturn the stored data in the FM app. 9.2

8-600908089Selectable POV in Web Form resets back to the top member whennavigating between Process Control 9.2

8-607893741Workspace cannot open FM Apps whose profile languages containspaces 9.3

Top

Hardware and Software Requirements

Following are the hardware and software requirements for each tier, as well as a brief overviewon the processes that occur on each tier.

The Client

Every object within Financial Management employs an architecture that enables “Thin Clients”.There are no processing or business rules that occur on the client, and in all cases the trafficbetween the application servers and the clients is minimized. The client is offered through Webservers or through a Win32 client installed on the local machine.


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The exception to the client machine recommendation below is for Graphical MetadataManagement that requires an Admin type of machine as defined below.

Supported Client Browsers

Microsoft Internet Explorer 6.0

Microsoft Internet Explorer 7.0Firefox 1.5.0.3

Netscape 7.2.1

Supported Client Software (must follow supported operating systemrequirements)

Microsoft Excel 9 (Office 2000)

Microsoft Excel 10 (Office XP)

Microsoft Excel 11 (Office 2003)

Supported operating systems

Windows Vista

Windows 2000 Professional, SP4 and higher

Windows 2000 Server, SP4 and higher

Windows XP SP1a and higher

Windows 2003 Standard Edition SP1

Note:

If you are using Windows 2003, MDAC 2.8 is required.

Hardware

Standard User:

Client machines to need to follow the supported operating system matrix and supported MicrosoftOffice versions

DCOM must be enabled on the client

Admin User:

Pentium III 800 MHz or better, 256 MB Ram

DCOM must be enabled on the client

Bandwidth

Dial-up access to Financial Management requires at least 56k bandwidth. For certain operations,specifically spreadsheet functionality a wider bandwidth may be necessary.


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The Application Server Tier

The Financial Management Middle-Tier application server is the piece with the heaviestrequirements for both Hardware and Software. All processing and Business rules are performed onthis level. As user concurrency increases, the requirements for this level increases. The increasesmay be for more RAM, faster processors, more processors, or additional middle-tier servers.Depending on what activities are being processed, or on application size, each piece may be scaledindependently.

Application Server:

MinimalApplicationServer

Web/Reports Server Full ProductionApplication Server

CPU 2 PIII Pentium 4 PIII Pentium 4 PIII Pentium

RAM 2 GB 2 GB 2 GB+

MDAC 2.7.12.8 for 2003

NA 2.7.12.8 for 2003

IIS NA 5.0 on Win 2000

6.0 on Win 2003

5.0 on Win 2003 inIsolation Mode

NA

RDBMSDriver

Same version asRDBMS Server

NA Same version as RDBMSServer

WindowsServer Windows 2000Server SP4 andhigher

Windows 2003SP1

Windows 2000 ServerSP4 and higher

Windows 2003 SP1

Windows 2000 ServerSP4 and higher

Windows 2003 SP1

The Database TierFinancial Management uses the relational database as a storage container for all its data. There isno processing that occurs on this tier that is related to the business rules of Financial Management.This enables Financial Management to be somewhat generic in connectivity to the RDBMS.RDBMS vendors and versions:

Database Version Platform

Oracle Oracle 9i (9.2.0.5)

Oracle 10g (10.1.0.5and 10.2.0.2)

Oracle 11g

Windows 2000 SP4 and Higher, Windows 2003SP1 and Higher, Sun Solaris9, 10, HP-UX 11.1


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SQL 2000 SP3a

SQL 2000 SP4

SQL 2005 SP1

Windows 2000 SP4 and Higher, Windows 2003SP1 and Higher

DB2 8.1 FP7a and higher

8.2 FP2 and higher

9.1

Windows 2000 SP4 and Higher, Windows 2003

SP1 and Higher, AIX 5.2 / 5.38.1 FP10 and 8.2 FP3 are required if using anapplication with double byte characters.

Note:

The RDBMS driver can be Oracle 9.2.0.1, or SQL Server driver in MDAC 2.7.1.

Compatibility Matrix

Hyperion Financial Reporting – System 9 9.3.1

Hyperion Web Analysis – System 9 9.3.1

Hyperion Shared Services 9.3.1

Hyperion Planning™ - System 9 9.3.1

Hyperion Application Builder J2EE 9.2 & 9.0.1

Hyperion Strategic Finance™ 4.0.1

Hyperion System 9 Strategic Finance™ 9.2

Hyperion System 9 Master Data Management™ 9.0.1

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Documents

hfm_93100_readme.pdf